Invesco EQV European Small Company has a lead manager with extensive experience with European small caps; a willingness to differ from the pack; and a sound risk-adjusted record. The Morningstar Analyst Ratings of its various share classes range from Silver to Neutral, depending on the cost of the share class.
Morningstar’s Fund Analysis ESMAX
Will ESMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ESMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ESMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.